February 2017 Article Archives

2017 Paperless Benchmark Survey Results

2017 Paperless Benchmark Survey Results

Published February 28, 2017

The CPA Firm Management Association completed their 2017 paperless benchmarking survey to find out the status of paperless office practices in accounting firms this upcoming busy season. The survey has been conducted every two years beginning in 2003 to help identify trends in adopting “less paper” processes. This year, 176 firms participated in the survey, powered by Canon. Member firms are leading the profession by adopting ...

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An Editor's Perspective!

An Editor's Perspective!

Published February 28, 2017

We are all extremely fortunate to be members of an accounting association that is recognized as a leader in CPA firm practice management. By being a member, not only do we have access to so many resources and tools needed to make our jobs easier, we belong to a society of members where we can communicate with one another to share experiences, best practices and support and encourage each other through our participation on the discussion forum, ...

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CPAFMA Board Nominations Open

CPAFMA Board Nominations Open

Published February 28, 2017

Are you willing to step forward as a leader in the profession and join the CPAFMA National Board of Directors? Do you know a CPAFMA peer who would be perfect for this important role? The CPAFMA Board of Directors is seeking qualified candidates to be considered for Board service. If you have a commitment to the organization and to the profession and are willing to invest some time and energy in helping to make a difference, please complete the ...

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The Foundation of a Good Workflow System

The Foundation of a Good Workflow System

Published February 28, 2017

The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. In an accounting practice, part of your resource planning must be to have a plan in place to deal with the flow of source documents – how to intake, store and access them. At the outset of an engagement, it’s crucial to be clear with the client what their responsibility is in getting ...

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A Chair's Busy Season Message

A Chair's Busy Season Message

Published February 28, 2017

Fort WorthBy now, you should have seen the microsite for this year’s National Practice Management Conference, in Fort Worth, Texas on June 20-23rd. Click here to view the information. The program has general sessions on Firm Culture, Leadership (presented by our own Bill Reeb) and one in which you will learn 75 Innovative Ideas in 75 minutes (bring yours to the Conference as this session is interactive). There are breakout sessions by ...

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